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Principal Securities’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Principal Securities’s Portfolio XTL Stock Details XTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6
Closed -$840 – 3547
2025
Q3 		$840 Hold
6
– – ﹤0.01% 3443
2025
Q2 		$704 Buy
+6
New +$610 ﹤0.01% 3414

Other funds holding XTL

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Principal Securities's XTL Position: Q4 2025 in Review

Principal Securities sold out of State Street SPDR S&P Telecom ETF (XTL) in Q4 2025, closing a stake of 6 shares — an estimated $840 sold.

Principal Securities first reported a position in XTL in Q2 2025 and held it in 2 quarters. The position peaked at $840 in Q3 2025. 67 funds tracked by Wall St. Rank hold XTL as of Q4 2025.

  • Principal Securities reported no remaining State Street SPDR S&P Telecom ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 6 State Street SPDR S&P Telecom ETF shares in Q4 2025, an estimated $840.
  • Principal Securities first reported a position in State Street SPDR S&P Telecom ETF in Q2 2025 and held it in 2 quarters.
  • Principal Securities's State Street SPDR S&P Telecom ETF position peaked at $840 in Q3 2025.
  • 67 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.